Quarterly Market Review 2012-Q1
For those interested in more detailed information about capital markets we are proud to feature our Quarterly Market Review for the 1st quarter of 2012. This report features world capital market performance and a timeline of events for the last quarter. It begins with a global overview, then features the returns of stock and bond asset classes in the US and international markets. The report also illustrates the performance of globally diversified portfolios and features a topic of the quarter...
Read MoreWhere’s the Party?
The surge in stock prices around the world in the first quarter serves as a reminder that predicting market trends can be a frustrating business. Six months ago, the outlook for stock prices appeared to be fading from grim to grimmer: Congressional leaders were wrangling unsuccessfully to craft a deficit reduction plan, Standard & Poor’s had removed its AAA rating on US Treasury obligations, and Greece appeared one step away from defaulting on its debt. Yet just when many investors least...
Read MoreBrokers vs. Fiduciaries
In the ongoing debate about the fiduciary standard, it continues to be difficult explaining to the public just what fiduciary is and means, and how there’s a difference between brokers who sell products and fiduciaries who give advice. In a recent video, Elliot S. Weissbluth, the CEO of HighTower, illustrates the point by comparing butchers who sell meat to dieticians who give advice about what to eat; you wouldn’t expect your butcher to give objective dietary advice, and by...
Read MoreCan You Afford to Time the Market?
The harsh reality of market efficiency has not stopped speculators and other traders from attempting to read the future. On paper, market timing offers a seductive prospect: By predicting market direction ahead of time, a trader might capture only the best-performing days and avoid the worst. The chart below tells the other side of that story. Large gains may come in quick, unpredictable surges. A trader who misinterprets events may leave the market at the wrong time. Missing only a small...
Read MoreA Holistic Approach to Wealth Management
Wealth management is not a new term. Most people have heard about this concept but are unclear what exactly it encompasses. So we ask, “What separates a wealth manager from an investment advisor?” If you’re unsure how to answer this then you are certainly not alone. In fact, a recent study by leading consulting firm, CEG Worldwide, concluded that out of almost 2,100 so-called wealth management firms across the country only 7% were truly engaging in actual wealth management. The rest were...
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